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24 Articles in this category.
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Are there templates for certificates?
765 Views 1 Like
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Can I pull a mailing list from Directory?
769 Views 3 Likes
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Can I run a tax report for a family?
743 Views 3 Likes
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How can I pull custom mailing labels?
809 Views 4 Likes
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How do I add a member to a family?
800 Views 1 Like
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How do I add a new family?
837 Views 3 Likes
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How do I find a family?
722 Views 1 Like
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What are tags?
622 Views 3 Likes
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What are the family naming conventions in Directory?
713 Views 1 Like
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What family naming convention will be used on my mailings sent by OSV?
696 Views 0 Likes
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What impact will it have if I change one of the family naming conventions?
624 Views 0 Likes
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What is a registered family?
746 Views 2 Likes
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What is an Active Family?
701 Views 0 Likes
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What is an Inactive Family?
773 Views 2 Likes
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What is the best way to search the Directory?
702 Views 0 Likes
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What should be in the family Formal Name field?
639 Views 0 Likes
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What should be in the family Informal Name field?
693 Views 0 Likes
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What should be in the Family Last Name field?
679 Views 0 Likes
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What should be in the Family Name field?
632 Views 1 Like
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What’s that “yellow bar” on the family or member card?
973 Views 7 Likes
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When should I mark a family active vs inactive?
824 Views 3 Likes
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Why can’t I mark this individual as a ‘child’?
727 Views 0 Likes
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How do I view a note on a physical contribution?
524 Views 0 Likes
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How do I delete or remove a tag?
240 Views 1 Like